Posted by mastermind on 7th of Dec 2023 at 07:01 pm
Maybe. But I dare them to try to develop the memory chips that
are needed that a company like Micron provides. Then again, they
don't pay as much of a premium for memory chips, so not as much
incentive anyway.
Posted by DigiNomad on 7th of Dec 2023 at 04:13 pm
NVDA and others chip manufacturers are a case of musical chairs,
from my perspective. The hyper scaler tech companies are
essentially nation states at this point given the amount of cash
flow they generate and cash on balance sheets. They simply haven't
and won't put up with paying other companies for critical
components for long....they will all be producing their own AI
chips sooner or later.
This battle for chips reminds me a little of the brief few
months where Microsoft convinced the world they were somehow the
dominant AI player. Then Google took the wraps off yesterday and
today and blew them out of the water (search "Gemini" on YouTube
and then filter by Google releases). Now Microsoft is back to being
the company that created BING...the worst search engine ever...and
hasn't innovated internally in many years.
TSLA really looks like she
Posted by mirhamedali on 7th of Dec 2023 at 10:10 pm
TSLA really looks like she wants to take off!
Thursday Newsletter
Posted by steve on 7th of Dec 2023 at 07:12 pm
Thursday Newsletter
Maybe. But I dare them
AMD is the star of the day. I mentioned about ...
Posted by mastermind on 7th of Dec 2023 at 07:01 pm
Maybe. But I dare them to try to develop the memory chips that are needed that a company like Micron provides. Then again, they don't pay as much of a premium for memory chips, so not as much incentive anyway.
VIX closed up
Posted by DigiNomad on 7th of Dec 2023 at 04:47 pm
VIX closed up
SWBI earnings out and stock
Posted by rbreese on 7th of Dec 2023 at 04:20 pm
SWBI earnings out and stock under pressure. Does everyone have enough weapons and ammo?
NVDA and others chip manufacturers
AMD is the star of the day. I mentioned about ...
Posted by DigiNomad on 7th of Dec 2023 at 04:13 pm
NVDA and others chip manufacturers are a case of musical chairs, from my perspective. The hyper scaler tech companies are essentially nation states at this point given the amount of cash flow they generate and cash on balance sheets. They simply haven't and won't put up with paying other companies for critical components for long....they will all be producing their own AI chips sooner or later.
This battle for chips reminds me a little of the brief few months where Microsoft convinced the world they were somehow the dominant AI player. Then Google took the wraps off yesterday and today and blew them out of the water (search "Gemini" on YouTube and then filter by Google releases). Now Microsoft is back to being the company that created BING...the worst search engine ever...and hasn't innovated internally in many years.
That makes it a year
Tom Lee is on CNBC now if interested. Target 5200 ...
Posted by rbreese on 7th of Dec 2023 at 04:03 pm
That makes it a year of volatility .
JBLU - finally took off
Posted by dragonfly28 on 7th of Dec 2023 at 04:02 pm
JBLU - finally took off today
Lol, there's only a thousand
Tom Lee is on CNBC now if interested. Target 5200 ...
Posted by DigiNomad on 7th of Dec 2023 at 03:58 pm
Lol, there's only a thousand points separating his estimate from JPM's end of 2024 target (4200).
oh yeah for sure!
AMD is the star of the day. I mentioned about ...
Posted by ras120656 on 7th of Dec 2023 at 03:55 pm
oh yeah for sure!
AVGO is a sneaky important
AMD is the star of the day. I mentioned about ...
Posted by DigiNomad on 7th of Dec 2023 at 03:54 pm
AVGO is a sneaky important earnings report today...IMO.
I am in it, arun,
AMD is the star of the day. I mentioned about ...
Posted by timebandit on 7th of Dec 2023 at 03:53 pm
I am in it, arun, but missed your heads up last week, unfortunately, was out of pocket. Noticed it earlier today and took a shot.
Great spotting Arun
AMD is the star of the day. I mentioned about ...
Posted by steve on 7th of Dec 2023 at 03:21 pm
Great spotting Arun
Tom Lee is on CNBC
Posted by rbreese on 7th of Dec 2023 at 03:12 pm
Tom Lee is on CNBC now if interested. Target 5200 next year . If helpful I can tell you his favorite groups for 2024.
BPENER
Posted by matt on 7th of Dec 2023 at 03:00 pm
$BPENER - Chart Link - would be nice to see this work down into that oversold region, getting closer
AMD is the star of
Posted by arun on 7th of Dec 2023 at 03:00 pm
AMD is the star of the day. I mentioned about their AI day coming up last week. anyone caught it?
SPX 30 Zoom
Posted by steve on 7th of Dec 2023 at 02:52 pm
SPX 30 Zoom
stockcharts.com
Print SharpCharts from StockCharts.com
MASI trade comments
Posted by matt on 7th of Dec 2023 at 02:30 pm
MASI - Chart Link- the target was $100, which was achieved on Monday, if you still have some shares, just trail the stop up slightly below the 9 EMA
Update: ABNB - love with when a plan comes together
ABNB - love with when a plan comes together
Posted by matt on 7th of Dec 2023 at 02:29 pm
ABNB - Chart Link- target almost hit, make sure to be locking in some gains, raising stops